Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,150 | $111,535-83.7% | $105,223-82.8% | $137,256-86.8% |
| Participation rate | 84.2% | 78.1%+6.1pp | 75.0%+9.2pp | 80.0%+4.3pp |
| Annual return | 19.50% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,278 | $3,939-42.2% | $3,689-38.2% | $4,156-45.2% |
| Participant deferral / active EE | $2,585 | $5,500-53.0% | $5,072-49.0% | $6,407-59.7% |
| Admin fee / account holder | $333 | $9,721-96.6% | $8,859-96.2% | $12,270-97.3% |